Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oksana? Claim Your ProfileOksana Savich is a financial advisor with over 17 years of experience in the financial services industry. Oksana has held positions at several firms including Goldman, Sachs & Co., Securities America, Inc., and World Group Securities, Inc. Currently, Oksana is a registered representative of Next Financial Group, Inc. and Sorrento Pacific Financial, LLC and Cuso Financial Services, LP. Oksana holds Series 6, 7, 24, 63, and 65 securities licenses. Oksana specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
03/06/2020 - Present
Next Financial Group, Inc. (HOUSTON TX)
NY
06/06/2008 - 04/12/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
GA
04/13/2005 - 05/31/2008
SECURITIES AMERICA, INC. (ALPHARETTA GA)
GA
11/05/2003 - 10/05/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 03/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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